Note: This is a payment gateway bundle for Perfex CRM. It is not a standalone script and requires Perfex CRM to function.

Overview

The Perfex CRM Payment Gateway Bundle is a powerful 3-in-1 integration pack that brings PayU, Coingate, and Shift4 support to your Perfex CRM installation. Whether you’re accepting credit cards, crypto payments, UPI, or global methods, this bundle simplifies the process with secure and seamless integration.

Each module is designed to work out-of-the-box with minimal configuration, helping you save time, reduce development effort, and enhance your customer experience.

No code modification required. Just upload, configure, and start accepting payments in minutes.

Important: PayU requires INR currency for test mode, so we have provided a separate demo specifically for PayU. See the “PayU Demo (INR – Separate Environment)” section below for details.

Coingate & Shift4 Demo (Crypto, USD)

Admin Login: https://perfex.codeonstring.com/admin
Email: admin@example.com
Password: 123456789

Customer Login: https://perfex.codeonstring.com/login
Email: customerone@example.com
Password: 123456789

These demo accounts are for testing purposes only. No real transactions will be processed.

Test Card for Shift4

Card: 4242 4242 4242 4242
Expiry: 12/25
CVV: 111
Email: test@example.com

Testing for Coingate

Coingate does not require specific test credentials. Select your preferred cryptocurrency or payment method and proceed. The module simulates the response flow using the Success and Failure URL redirections.

How to Test (Shift4 & Coingate)

1. Log in as a customer.
2. Go to an unpaid invoice and click “Pay Now”.
3. Select Shift4 or Coingate from the available gateways.
4. Use the test card (Shift4) or proceed with dummy crypto selection (Coingate).
5. Upon success, the invoice will be marked as paid.

PayU Demo (INR – Separate Environment)

Admin Login: https://perfex.codeonstring.com/payu-demo/admin
Email: admin@example.com
Password: 123456789

Customer Login: https://perfex.codeonstring.com/payu-demo/login
Email: customerone@example.com
Password: 123456789

These demo accounts are for testing purposes only. No real transactions will be processed.

Test Card for PayU

Card : 5118 7000 0000 0003
Expiry: 12/25
CVV: 111
Name : Test (any name)
OTP : 123456

Test UPI for PayU

anything@payu

How to Test (PayU)

1. Log in as a customer.
2. Go to an unpaid invoice and click “Pay Now”.
3. Select PayU as the gateway.
4. Use the test card or UPI above. Enter OTP as 123456.
5. On success, the invoice will reflect the paid status.

Features

Seamless integration with Perfex CRM (v3.1.0 and above)
Easy installation and configuration – no coding required
Support for Sandbox/Test Mode on all gateways
Secure and PCI-DSS compliant workflows
Customizable payment descriptions
Multi-currency support

What’s Included

PayU Payment Module
Coingate Payment Module
Shift4 Payment Module
Documentation
Free lifetime updates and 6 months support

Requirements

Perfex CRM version 3.1.0 or higher

Frequently Asked Questions

Do I need coding knowledge to use these modules?

No. These modules are plug-and-play. You only need to upload, activate, and configure the credentials provided by the payment gateway.

Can I use more than one payment gateway at the same time?

Yes, you can enable multiple gateways simultaneously. Customers will be able to choose their preferred payment method when paying invoices.

Can I use only one gateway and ignore the others?

Yes, you can install and activate only the gateways you need. Each module works independently.

Do I need to modify any core files in Perfex CRM?

No. All modules are plug-and-play. No core files are touched or modified.

What happens if a payment fails?

If a transaction fails, the customer will be redirected to the invoice with a failure message. No payment will be recorded unless confirmation is received from the gateway.

Can I test transactions before going live?

Yes, all gateways support test or sandbox transactions. Just ensure that test mode is enabled both in the gateway’s dashboard and in the corresponding settings within Perfex CRM.

Are updates included?

Yes, future updates for the included modules are free and will be available via your CodeCanyon downloads section.

Is there documentation available?

Yes, a full installation and configuration guide is included for each gateway in the bundle.

Documentation

For detailed instructions on installation, configuration, and obtaining API credentials, please refer to the online documentation at: https://perfex.codeonstring.com/bundle-documentation

Support

Comprehensive documentation is included. For further assistance, feel free to reach out to us at codeonstring@gmail.com

Perfex CRM Payment Gateway Bundle – PayU, CoinGate, Shift4